Forthright Family Wealth Advisory LLC Portfolio Holdings
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 2024
Forthright Family Wealth Advisory LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $43.6B, Ishares Msci Usa Quality Facto with a value of $9.96B, Msci Eafe Value ETF with a value of $7.81B, Vanguard Mortg Backed Sec ETF with a value of $6.18B, and Schwab Us Aggregate Bond ETF with a value of $5.79B.
Examining the 13F form we can see an increase of $21.5B in the current position value, from $128B to 149B.
Forthright Family Wealth Advisory LLC is based out at Houston, TX
Below you can find more details about Forthright Family Wealth Advisory LLC portfolio as well as his latest detailed transactions.